WELCOME TO FIN AD WISE

One of the Premier Financial Services Organisation, Provides a complete range of Financial & Risk Management solutions.

In FIN AD WISE our moto is Diverse Needs, Diverse Priorities & Diverse Solutions.

FIN AD WISE was founded by Mr. Puneet Oberoi in May 2003 & Since then they are pioneers in Financial industry.

PUNEET OBEROI- CFPcm

A certified Financial Planner with experience of more than decade in Financial Services. He started as a proprietor of FIN AD WISE in 2003 & made it Pvt. Ltd. In 2009 under name “Excellent Investment Advisorz Pvt. Ltd.”

PROFESSIONAL & EDUCATIONAL QUALIFICATIONS:-

PUNEET OBEROI CFPcm was among the first few financial professional to quality CFPcm in Delhi. He did LUTCF (Life Under writer Training Council Fellowship) from American College. He did lot of NCFM courses to update his financial abilities

EXPERTISE :-

At FIN AD WISE we specialise in Health Insurance. We are working for almost all Companies in Health Insurance.

We at FIN AD WISE are best in Claim Settlements, we have dedicated staff to Handle Cashless & Reimbursement of Claims.